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Windsor Capital Management’s Southern Company SO Stock Holding History

Windsor Capital Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-777
Closed -$34K – 389
2015
Q3 		$34K Buy
+777
New +$34.1K 0.02% 192
2014
Q1 		– Sell
-2,662
Closed -$109K – 265
2013
Q4 		$109K Buy
2,662
+245
+10% +$10.1K 0.06% 115
2013
Q3 		$100K Sell
2,417
-30
-1% -$1.29K 0.06% 122
2013
Q2 		$108K Buy
+2,447
New +$113K 0.06% 100

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Windsor Capital Management's SO Position: Q4 2015 in Review

Windsor Capital Management sold out of Southern Company (SO) in Q4 2015, closing a stake of 777 shares — an estimated $34K sold.

Windsor Capital Management first reported a position in SO in Q2 2013 and held it in 4 quarters. The position peaked at $109K in Q4 2013. 1,057 funds tracked by Wall St. Rank hold SO as of Q4 2015.

  • Windsor Capital Management reported no remaining Southern Company position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 777 Southern Company shares in Q4 2015, an estimated $34K.
  • Windsor Capital Management first reported a position in Southern Company in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Southern Company position peaked at $109K in Q4 2013.
  • 1,057 funds tracked by Wall St. Rank held Southern Company as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.